Tom Phan CFA®

Senior Investment Associate, MRP®​

Tom is a senior investment associate at MRP, where he performs modeling and analysis to research various investments. Tom uses his expertise to provide MRP's retirement team with plan lineup reviews and fund manager recommendations. In doing this, Tom helps MRP's plan sponsor clients provide a mix of investment options to help them achieve their long-term goals.

After graduating from the University of Minnesota with a degree in finance and economics, Tom started his career in the financial services industry at Ameriprise Financial. Tom is a CFA® charterholder.